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Client reporting Analyst Fixed Term Contract

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Salary £35k to £45k
Type Permanent
Location London
Sector Wealth & Asset Management
Job Reference T8/KH/27552
Contact Kirsty Pineger
Date posted 30-11-2017

A global Asset Manager has a number of requirements both contract and permanent in their client reporting team.

The successful candidate will be expected to:

• Provide SORP reporting support to segregated and pooled strategic clients.
• Acting as the first port of call for all escalated enquiries Client Reporting Manager whilst maintaining excellent working relations with internal key business areas at all times
• Manage end to end production and delivery processes within pre-set deadlines for your allocation of client reports providing wider service assistance as required by the team
• Own and co-ordinate the successful resolution of client enquiries from start to finish, liaising and utilising expertise from around the business in order to meet deadlines
• Attend fund manager, product briefings and conference calls where required and take sole responsibility for projects, client reporting changes and operational meetings when opportunities arise
• Prepare both standard and complex client reports, audit packs and data provision for new business pitches using your knowledge of systems and our product range

To apply for the role candidates should have:

• Experience of Asset Management
• Some experience and a keen interest in client reporting
• Strong Excel skills and the ability to improve and enhance processes.

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Contact Kirsty about this job

Director, Wealth & Asset Management